+33.8%
VWO vs KMX
-54.8%
+88.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.5% |
| 7D | -1.8% | -3.1% | +1.3% | -1.4% |
| 30D | -0.1% | +4.4% | -4.5% | -0.7% |
| 3M | +2.2% | +18.9% | -16.7% | -0.4% |
| 6M | +8.8% | +44.3% | -35.5% | +2.7% |
| YTD | +12.4% | +58.7% | -46.3% | +4.5% |
| 1Y | +15.6% | +0.1% | +15.5% | +13.8% |
| 3Y | +62.5% | -24.4% | +87.0% | +63.9% |
| All | +33.8% | -54.8% | +88.6% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KMX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling